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2721 N Central Ave Phoenix Arizona 85004 United States of AmericaOxford Life Insurance Company is seeking a detail-oriented and motivated Accountant to join our accounting team with a focus on annuity products. This role will be responsible for ensuring accurate and timely financial reporting reconciliation and regulatory compliance related to our annuity portfolio. The ideal candidate will have prior insurance industry experiencespecifically in annuitiesand a strong understanding of statutory and GAAP accounting principles.
Key Responsibilities
Perform monthly quarterly and annual accounting functions related to annuity products including journal entries reconciliations and financial reporting.
Ensure timely and accurate general ledger activity in accordance with statutory and GAAP accounting standards.
Analyze variances between actual results and forecasts/budgets for annuity lines of business.
Assist in the preparation of statutory filings and insurance regulatory reports (e.g. Annual Statements Schedule D Schedule BA).
Reconcile annuity-related financial accounts including reserves premium revenue commissions and investment income.
Collaborate with actuarial and investment teams to ensure accuracy in annuity reserve calculations and investment allocations.
Support internal and external audits by providing requested documentation and responding to inquiries.
Participate in system upgrades and process improvement initiatives related to annuity accounting and reporting.
Stay current on NAIC regulations and annuity-related industry trends to ensure ongoing compliance and best practices.
Qualifications
Bachelors degree in Accounting Finance or a related field.
24 years of relevant accounting experience preferably in the life insurance or annuities industry.
Working knowledge of NAIC statutory reporting and GAAP accounting principles.
Proficiency in Microsoft Excel and accounting software (experience with Workday Financials or other ERP systems is a plus).
Strong analytical and organizational skills with excellent attention to detail.
Effective communication skills and ability to collaborate with cross-functional teams.
CPA designation or progress toward CPA preferred.
U-Haul Offers:
Full Medical coverage
Prescription plans
Dental & Vision Plans
New indoor fitness gym
Gym Reimbursement Program
Registered Dietitian Program
Weight Watchers
Onsite medical clinic for you and your family
Career stability
Opportunities for advancement
Valuable on-the-job training
Tuition reimbursement program
Free online courses for personal and professional development at U-Haul University
Business and travel insurance
You Matter Employee Assistance Program
Paid holidays vacation and sick days
Employee Stock Ownership Plan (ESOP)
401(k) Savings Plan
Life insurance
Critical Illness/Group Accident
24-hour physician available for kids
MetLaw Legal program
MetLife auto and home insurance
Mindset App Program
Discounts on cell phone plans hotels and more
LifeLock Identity Theft
Savvy consumer wellness programs - from health care tips to financial wellness
Dave Ramseys SmartDollar Program
U-Haul Federal Credit Union
Wellness Program
U-Haul Holding Company and its family of companies including U-Haul International Inc. (U-Haul) continually strives to create a culture of health and wellness. Consistent with applicable state law U-Haul will not hire or re-hire individuals who use nicotine products. The states in which U-Haul will decline to hire nicotine users are: Alabama Alaska Arizona Arkansas Delaware Florida Georgia Hawaii Idaho Iowa Kansas Maryland Massachusetts Michigan Nebraska Pennsylvania Texas Utah Vermont Virginia and Washington. U-Haul has observed this hiring practice since February 1 2020 as part of our commitment to a healthy work environment for our team.
U-Haul is an equal opportunity employer. All applicants for employment will be considered without regard to race color religion sex national origin physical or mental disability veteran status or any other basis protected by applicable federal provincial state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.
Full-Time